Archiver > ROOTSMAGIC-USERS > 2012-03 > 1331515086

From: "Gary L. Roberts" <>
Subject: Re: [RMagic] Help for making a report for tax purposes
Date: Sun, 11 Mar 2012 20:18:06 -0500
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In-Reply-To: <>

Are you sure that this is RMAGIC Related?


-----Original Message-----
[mailto:] On Behalf Of BRCogburn
Sent: Sunday, March 11, 2012 8:35 PM
Subject: [RMagic] Help for making a report for tax purposes

I sent this ticket to MechCad:

I'm trying to make a report showing individual monthly payments by payee and
sub category for charity deductibles for upcoming taxes. The category is
Charity Donations and the sub is Deductible. I've attached a report I used
to make in Microsoft Money to illustrate what I need. I really need it in
this format to be able to check for receipts, confirm that only deductibles
are included, and be able to easily retrieve the backup should I be audited.
I can't find a way to do it with any of the Category report options no
matter how I filter. None of the suggested knowledge base articles seem
remotely related to this question.

I submitted the ticket so I could send an attachment showing what I needed
and received the following answer below which seems to indicate that it's
not possible but suggests asking the Yahoo group. I have never been able to
access that group. Though I dislike Yahoo I did try once again to create an
account. They now require personal information which is entirely
unnecessary, (birthdate and gender) and I'm not willing to do that. Since I
can't send an attachment to groups, this is an example of what I need.

January Meals on Wheels
Bank Pay 50.00
Texas Womans
University Chk4094 _100.00_

Total 250.00

February Museum of Tolerance
Chk4250 150.00
Smile Train
Bank Pay _250.00_

Total 400.00

Etc. It's really very simple. If it's possible to do this kind of report
in Ace Money, I would really appreciate help on how to do it.

Barbara Cogburn


Date: 2012-03-10 18:36:14
Name: Goran Vuletic



The closest I see you could get is the "Monthly spendings by subcategories",
and then click on a month column header to sort by it. You will then get the
sums per month.

Also, you can join AceMoney Yahoo group at and post your question there.
There are many experienced AceMoney users and group moderators who will be
happy to assist you.

Goran Vuletic
MechCAD Software

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